Money Matters: Could Tequila Mixed with Moutai Be Explosive.
Turkey is not the only emerging market in the early stages of what could be a classic emerging market financial crisis (see:Â Money Matters: Turkey...
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Broadening Evidence of Global Economic Recovery
In our first note for 2017 we are not ready to draw any significant conclusions for global currency markets. It is evident that a significant...
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Trump Not Likely to Halt Decline of US. But Ray Dalio Makes Good Case in Bringing Back Ayn Rand
I was working on a bigger piece on HK vs Singapore which I will put out later, and reviewing political classifications of economies, when I saw a...
383 Views
2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
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Andrew on Tech: IOT Everywhere
The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...
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